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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (36261)	4/1/1998 1:02:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

<As for CPQ, I believe their problems are extremely serious. They seem to be blaming their "disloyal leiutenants" for this problem. What do you mean by this?

To: jim kelley who wrote (36261)	4/1/1998 3:05:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

If Comp-Usa..tanked because people bot sub-1000 pc's and not high end then the -1000 is going to kill these guys..Am I right. plus Dell is taking advantage of all the confusion..This could be a great qtr and will encourage investors to get on board..Cpq-Hwp- Ibm are in trouble..

To: jim kelley who wrote (36261)	4/1/1998 3:51:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Jim, It is a long time coming for Japan to enter the world completely, they have been acting like an Island. It is ok to be individual but if they want to be a world player the must act like one, instead of being so closed and tribe like. Your analysis is right on concerning bond yields. As far as CPQ. They will be able to hide current problems behind the cost of buying DEC, only to bite them sometime down the road. Greg

To: jim kelley who wrote (36261)	4/1/1998 9:00:00 PM
From: Geoff Nunn	Read Replies (1) \| Respond to of 176387

Jim, if Japanese invest their money abroad, a devaluation of the yen is not something they would hedge against. If the yen depreciates, these investors will enjoy a windfall gain. When they go to repatriate their funds they will receive more yen for their dollars than they spent to acquire dollars when they invested. A depreciation of your home currency is the last thing you worry about when you hold investments in another currency.

To: jim kelley who wrote (36261)	4/2/1998 12:05:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

Jim & Patrick, Since it's been pretty quiet lately [except for my LU] I've been whiling away my time doing some f99 estimates. Here are my numbers; f99..........................Q1...........Q2...........Q3............Q4........Total units.....................1550..........1725.......1975.........2275.......7525 ASP.....................$2575........$2575.....$2550......$2525......$2553 Revenue..............$3991........$4442.....$5036......$5744.....$19213 Income [7.7%]......$307..........$342.......$388........$442.......$1479 Shares [diluted].....702............694..........686..........678.........702 [existing buyback program only] EPS [diluted..........44›............49›..........57›..........65›.........$2.11 The average weighted # of shares used for the entire fiscal has historically been close to the Q1 number of shares [diluted]. That's why you see the 702 in the total column. The net income growth based on this model is 57% over f98 but due to the existing buyback program the eps growth is 65%. Pipper Jaffray in their analysis believes DELL will come in around 1.6 million units in Q1. They may be expecting much more price erosion than I am. With DELL's new & expanding relationship with Wang I wonder if & when DELL's Other Revenue will increase both in volume and as a percentage of total sales. Presumably, this Other Revenue will generate higher profit margins & will help reduce ASP erosion in future quarters. Your thoughts would be appreciated.